Filed October 18, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $202,766 |
UBS FINANCIAL SERVICES INC4 years Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $52,659 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $38,521 |
CLIFTONLARSONALLEN LLP2 years Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $26,250 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,524 | $37,418-18.4% | $77,100-60.4% | $77,906-60.8% |
| Participation rate | 41.0% | 46.9%-6.0pp | 67.9%-27.0pp | 73.7%-32.7pp |
| Annual return | -16.81% | -7.13%-9.7pp | 42.35%-59.2pp | 12.16%-29.0pp |
| Employer contribution / active EE | $336 | $1,200-72.0% | $2,815-88.1% | $2,846-88.2% |
| Participant deferral / active EE | $1,597 | $2,572-37.9% | $4,430-63.9% | $4,805-66.8% |
| Admin fee / account holder | $101 | $126-20.0% | $5,443-98.1% | $133-23.9% |